FIM

Foresters Investment Management Portfolio holdings

AUM $5.05B
1-Year Est. Return 5.09%
This Quarter Est. Return
1 Year Est. Return
+5.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$25.8M
3
+$25.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$22.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.8M

Top Sells

1
+$38.1M
2
+$27.1M
3
+$21.8M
4
M icon
Macy's
M
+$13.8M
5
HLF icon
Herbalife
HLF
+$12.8M

Sector Composition

1 Technology 16.85%
2 Healthcare 16.27%
3 Industrials 13.99%
4 Consumer Discretionary 10.62%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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